- [Login](http://investbcm.com/wp-login.php) - [Register](http://etf.investbcm.com/register) [![Beaumont_Logo_4C - powered by AIM](https://1782947.hs-sites.com/hs-fs/hubfs/Beaumont_Logo_4C%20-%20powered%20by%20AIM.png?width=429&height=254&name=Beaumont_Logo_4C%20-%20powered%20by%20AIM.png)](http://investbcm.com/) [Home](http://investbcm.com) » **Our Thinking** **A Bird's Eye View Blog** Subscribe to the blog for updates sent straight to your inbox:  ## [Fireside Charts: The Market Rout, 'Double Dips,' and the U.S. Unemployment Rate Falls Below 10%](http://1782947.hs-sites.com/double-dips) [![](https://1782947.hs-sites.com/hubfs/9-4%20Regardless%20of%20how%20we%20count-png-1.png) ](http://1782947.hs-sites.com/double-dips) ## [Fireside Charts: The Market Rout, 'Double Dips,' and the U.S. Unemployment Rate Falls Below 10%](http://1782947.hs-sites.com/double-dips) September 4, 2020 --- The U.S. unemployment rate fell below 10% for the first tine since March last month, but a politicized process—and a week-over-week rise in new claims—is undercutting confidence in the ... ## [Fireside Charts: The Future of Inflation, the Manufacturing Recovery, and the Sinking USD](http://1782947.hs-sites.com/inflation) [![](https://1782947.hs-sites.com/hubfs/9-2%20Is%20this%20encouraging%20print%20due%20to%20pent%20up%20demand%20or%20is%20the%20housing%20rally-png.png) ](http://1782947.hs-sites.com/inflation) ## [Fireside Charts: The Future of Inflation, the Manufacturing Recovery, and the Sinking USD](http://1782947.hs-sites.com/inflation) September 2, 2020 --- Last week’s policy shift from the Fed brings uncertainty about the future of inflation, which has lingered below the Fed’s 2% target since 2012. Weak inflation is partially ... ## [Fireside Charts: U.S. Trade Deficit Approaches Record, Trailing PE at 20-year High, and the Sinking USD](http://1782947.hs-sites.com/trade-deficit) [![](https://1782947.hs-sites.com/hubfs/8-31%20The%20USD%20is%20still%20falling-png.png) ](http://1782947.hs-sites.com/trade-deficit) ## [Fireside Charts: U.S. Trade Deficit Approaches Record, Trailing PE at 20-year High, and the Sinking USD](http://1782947.hs-sites.com/trade-deficit) August 31, 2020 --- The U.S. goods trade deficit surged 11.7% to $79.3 billion in July—the second largest deficit on record—as imports climb back to pre-pandemic levels on recovering consumer demand. ... ## [Fireside Charts: Durable Goods Orders Jump, and Tech's Massive Growth & Its Implications on Sector Weightings](http://1782947.hs-sites.com/durable-goods-jump) [![](https://1782947.hs-sites.com/hubfs/8-28%20The%20surging%20housing%20market%20is%20showing%20a%20positive%20effect%20on%20durable%20good-png.png) ](http://1782947.hs-sites.com/durable-goods-jump) ## [Fireside Charts: Durable Goods Orders Jump, and Tech's Massive Growth & Its Implications on Sector Weightings](http://1782947.hs-sites.com/durable-goods-jump) August 28, 2020 --- Durable goods orders—excluding transportation—grew for the third month in a row in July after ... ## [Fireside Charts: A Booming Housing Market, Sinking Dividends, and Revealing Correlations From the S&P 500](http://1782947.hs-sites.com/sp-correlations) [![](https://1782947.hs-sites.com/hubfs/8-26%20It%20feels%20like%201999%2c%20which-png.png) ](http://1782947.hs-sites.com/sp-correlations) ## [Fireside Charts: A Booming Housing Market, Sinking Dividends, and Revealing Correlations From the S&P 500](http://1782947.hs-sites.com/sp-correlations) August 26, 2020 --- New home sales surged 13.9% in July to their highest level since 2006 in a pandemic-era trend ... ## [Fireside Charts: New High from the S&P 500, the Yield Curve Normalizes, and  Manufacturing & Services PMI's V Out](http://1782947.hs-sites.com/new-highs) [![](https://1782947.hs-sites.com/hubfs/8-24%20Fewer%20than%20a%20dozen%20stocks%20were%20responsible-png-2.png) ](http://1782947.hs-sites.com/new-highs) ## [Fireside Charts: New High from the S&P 500, the Yield Curve Normalizes, and  Manufacturing & Services PMI's V Out](http://1782947.hs-sites.com/new-highs) August 24, 2020 --- The S&P 500® Index closed at a new record high on Friday, boosted by ... ## [Fireside Charts: Is Prince singing 1999 again?](http://1782947.hs-sites.com/feel-like-1999) [![](https://1782947.hs-sites.com/hubfs/8-21%20Does%20anyone%20else%20feel%20that%20this%20market%20looks%20and%20feels%20a%20lot%20like%201999-png-1.png) ](http://1782947.hs-sites.com/feel-like-1999) ## [Fireside Charts: Is Prince singing 1999 again?](http://1782947.hs-sites.com/feel-like-1999) August 21, 2020 --- Some interesting charts today... Have a great weekend! ## [Fireside Charts: Manufacturing Backed Up, Breaking Down the S&P, and Remember the Trade War?](http://1782947.hs-sites.com/breaking-down-the-sp) [![](https://1782947.hs-sites.com/hubfs/8-19%20Has%20the%20S%26P%20500%20really%20become%20the%20S%26P%205-png.png) ](http://1782947.hs-sites.com/breaking-down-the-sp) ## [Fireside Charts: Manufacturing Backed Up, Breaking Down the S&P, and Remember the Trade War?](http://1782947.hs-sites.com/breaking-down-the-sp) August 19, 2020 --- The NY Fed's Manufacturing Index backed up a bit in August after a near perfect v-shaped comeback ... ## [Fireside Charts: Record Earnings Surprises, Gold's Correlation to Tech and More GDP Figures](http://1782947.hs-sites.com/earnings-surprises) [![](https://1782947.hs-sites.com/hubfs/8-17%20With%20the%20Covid-19%20induced%20pall%20on%20earnings%20expectations%2c%20the%20news%20for%20most%20was%20much%20better%20than%20expected----png-2.png) ](http://1782947.hs-sites.com/earnings-surprises) ## [Fireside Charts: Record Earnings Surprises, Gold's Correlation to Tech and More GDP Figures](http://1782947.hs-sites.com/earnings-surprises) August 17, 2020 --- Happy Monday! Q2 earnings expectations as a whole had the largest margin of surprise to the ... ## [Fireside Charts: An Unemployment Milestone, a Look at Inflation, and Bankruptcies Hit a 10-year High](http://1782947.hs-sites.com/unemploymen-milestone) [![](https://1782947.hs-sites.com/hubfs/8-14%20May%20this%20trend%20continue-----png-1.png) ](http://1782947.hs-sites.com/unemploymen-milestone) ## [Fireside Charts: An Unemployment Milestone, a Look at Inflation, and Bankruptcies Hit a 10-year High](http://1782947.hs-sites.com/unemploymen-milestone) August 14, 2020 --- While the U. S. unemployment situation is still dire, we hit a milestone this week: for the first ... 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